Hi All,
Forgive me if this a simple task - I cannot for the life of me understand how to do this..!
Our company hierarchy is:
Director --> Sales Manager --> Account Manager.
I want the Account Manager to go to "Dashboards" and see
their own pipeline by stage, pipeline by customer, lead stats etc.
Currently, when they go into the "Opportunity" Dashboard, they see "Pipeline by Stage" - but this shows
all pipeline
for
all users
, not just their own stats.
Anybody have any suggestions?
Thank you in advance for your help!
Adam.